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What if my financial management system isn't listed?

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Summary

Learn what to do if you do not see the financial management system (FMS) you use listed.


Resolution

Scenario 1: Creating an engagement

If you do not see your FMS or ERP listed when creating an engagement, simply enter the one your firm uses into the Financial management system field, then press enter or return on your keyboard.

Screenshot_showing_the_create_engagement_screen_with_the_financial_management_system_field_highlighted.png

Scenario 2: Using a direct connector

MindBridge can connect directly to the following financial management systems:

If your firm uses a financial management system not listed above, use a different method to transfer your data. If you were invited to connect, reach out to the person who sent you the invitation to connect and see if the MindBridge API is right for you.

Screenshot_showing_the_Connect_to_data_source_screen_with_the_financial_management_system_menu_highlighted.png


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